Headquarters: Alberta, Canada
Years as an Applied Customer
More time for selling and servicing clients
For Western Financial Group, managing hardware and other technology solutions separately was taking valuable time away from serving clients and selling insurance. With a seamless transition to Applied Epic in the cloud, the brokerage is now able to focus more on the business and spend less time on IT-related issues.
Applied Epic provides complete access to our data and enables us to streamline our processes, which are both very important to us.
Mary Lou Charles
VP of Operations
Drayden Insurance Ltd.
Drayden Insurance adopted a foundational management system to manage the entire business.
Applied Epic, Broker Management System
By implementing omnichannel customer service technology, Go Insurance has increased its leads by 300%.
Applied Epic, Applied CSR24, Applied Cloud, Mobile, Digital Transformation, Broker Management System
The Burley Group
The Burley Group enhances their customer experience with digital technology, keeping their customer retention rate at 95%.
Applied CSR24, Applied Mobile, Applied TAM, Broker Management System, Mobile
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